| Serial Number | 87294066 |
| Word Mark | HW HER WEALTH |
| Filing Date | Monday, January 9, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, December 18, 2023 |
| Registration Number | 5275402 |
| Registration Date | Tuesday, August 29, 2017 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 13, 2017 |
| Description of Mark | The mark consists of the letters "hw" in stylized lower case script, enclosed in a rope-like circle, with the words "HER WEALTH" forming part of the lower section of the circle. |
| Goods and Services | Financial advice and consultancy services; wealth management; financial planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Tax advisory services; income tax consultation; taxation planning, advice, information, and consultancy services |
| NOT AVAILABLE | "WEALTH" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, January 17, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, July 25, 2016 |
| First Use In Commerce Date | Monday, July 25, 2016 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, January 17, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 25, 2016 |
| First Use In Commerce Date | Monday, July 25, 2016 |
| Party Name | FOCUS PARTNERS WEALTH, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEW YORK, NY 10022-6220 |
| Party Name | THE COLONY GROUP, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02110 |
| Party Name | Bridgewater Wealth & Financial Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bethesda, MD 20814 |
| Party Name | Bridgewater Wealth & Financial Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bethesda, MD 20814 |
| Party Name | Bridgewater Wealth & Financial Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bethesda, MD 20814 |
| Event Date | Event Description |
| Friday, March 31, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, January 12, 2017 | NEW APPLICATION ENTERED |
| Tuesday, January 17, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 18, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, March 31, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 31, 2017 | ASSIGNED TO EXAMINER |
| Friday, March 31, 2017 | NON-FINAL ACTION WRITTEN |
| Friday, March 31, 2017 | NON-FINAL ACTION E-MAILED |
| Friday, March 31, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, April 1, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 3, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 24, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 13, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 13, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 17, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 29, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 17, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, October 17, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, February 7, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, August 8, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, August 29, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, June 22, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, December 18, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, December 18, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, October 2, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, January 29, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, December 18, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |